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For Companies At a Glance
- Tasks: Provide tailored financial advice and manage high-net-worth client relationships.
- Company: Boutique St. James's Place Partner Practice with a focus on quality and long-term outcomes.
- Benefits: Competitive salary, uncapped bonuses, health plan, and 24 days holiday plus your birthday off.
- Other info: Hybrid working model with excellent career growth opportunities.
- Why this job: Join a supportive team and make a real impact in clients' financial futures.
- Qualifications: Minimum 3 years as a Financial Adviser and Level 4 Diploma in Financial Planning.
The predicted salary is between 50000 - 70000 £ per year.
Basic Salary: £50,000 - £70,000, OTE £100,000 - £120,000
Location: City of London, Hybrid
About the Firm
Our client is a highly successful, boutique St. James's Place Partner Practice, providing holistic, long‐term financial planning to a loyal, mid‐to‐high‐net‐worth client base. The firm offers comprehensive advice across pensions, investments, tax planning, inheritance planning, and school fee planning, with a strong emphasis on quality, relationships, and long‐term outcomes.
The Role
Swarm Recruitment is working in partnership to appoint an experienced Financial Adviser to join a growing advisory team in London. This is an employed position offering the opportunity to take ownership of an established HNW client portfolio from day one, while also being supported to grow and develop further through high‐quality leads, referrals, and a strong internal support structure.
Salary & Benefits
- Basic Salary: £50,000 – £70,000 (dependent on experience)
- OTE - £100,000 - £120,000
- Uncapped discretionary bonus and fee‐share opportunities
- Established HNW client bank provided
- Full paraplanning, administration, and marketing support
- Ongoing training, coaching, and professional development
- 24 days' holiday plus your birthday off
- Additional holiday accrued with length of service
- Medicash Health Plan
- Life Assurance
- Income Protection
Working Hours
Monday – Friday. Hybrid working available: Expected to be in the London office on Lombard Street at least two to three days a week. Client Meetings: May involve attending meetings with Clients.
Desired Experience
- Minimum 3 years' experience as a Financial Adviser / Wealth Adviser
- Level 4 Diploma in Financial Planning – essential
- Level 6 / Chartered status – preferred
- Experience advising high‐net‐worth clients and managing complex planning needs
- Proven track record of delivering strong client outcomes
- Commercially minded, relationship‐driven, and values‐led
- Ambitious, professional, and motivated to build a long‐term career
Responsibilities & Duties
- Deliver High‐Quality Financial Advice - Provide tailored, holistic financial planning advice to HNW clients across investments, pensions, tax planning, and estate structuring.
- Manage & Grow Client Relationships - Take ownership of an established client bank while proactively deepening relationships and uncovering additional planning opportunities.
- Business Development & Growth - Grow your book organically through referrals, professional connections, and high‐quality internal leads.
- Collaborate with Internal Specialists - Work closely with paraplanning, administration, and business development teams to ensure efficient, compliant, and high‐quality client delivery.
- Maintain Technical & Market Knowledge - Stay informed on market trends, legislative changes, and planning strategies to ensure advice remains current and appropriate.
- Collaborate Cross‐Functionally - Work closely with leadership, marketing, operations, and compliance to ensure CRM systems, workflows, and lead pipelines support adviser effectiveness at scale.
By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
Work Location: Hybrid remote in London EC3V 9BQ
Financial Adviser in London employer: Swarm Recruitment
Contact Detail:
Swarm Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser in London
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisers, attend industry events, and join relevant online forums. Building relationships can lead to referrals and insider job opportunities that you won't find on job boards.
✨Tip Number 2
Showcase your expertise! Create a personal brand by sharing insights on social media or writing articles about financial planning. This not only demonstrates your knowledge but also attracts potential clients and employers who value your perspective.
✨Tip Number 3
Prepare for interviews by researching the firm thoroughly. Understand their client base, services, and values. Tailor your responses to show how your experience aligns with their needs, especially in managing high-net-worth clients.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to submit your application and get noticed. Plus, we’re always looking for passionate individuals who want to grow in a supportive environment.
We think you need these skills to ace Financial Adviser in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Financial Adviser. Highlight your experience with high-net-worth clients and any relevant qualifications, like your Level 4 Diploma in Financial Planning. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial advising and how your skills align with our firm's values. Be genuine and let your personality come through – we love a good story!
Showcase Your Achievements: Don’t just list your responsibilities; show us what you've achieved! Whether it's growing a client portfolio or delivering exceptional client outcomes, we want to know how you've made an impact in your previous roles.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Swarm Recruitment
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around pensions, investments, and tax planning. Being able to discuss recent market trends or legislative changes will show that you're not just a candidate, but a knowledgeable adviser ready to provide high-quality advice.
✨Showcase Your Relationship Skills
Since this role emphasises building long-term client relationships, prepare examples of how you've successfully managed client portfolios in the past. Think about specific instances where you deepened client trust or uncovered new planning opportunities.
✨Demonstrate Your Ambition
This position is perfect for someone looking to grow their career. Be ready to talk about your career goals and how they align with the firm's vision. Highlight your motivation to build a legacy and how you plan to achieve that within their supportive environment.
✨Ask Insightful Questions
Prepare thoughtful questions that show your interest in the firm and the role. Inquire about their approach to client management or how they support advisers in business development. This not only demonstrates your enthusiasm but also helps you gauge if the firm is the right fit for you.